Carson Wealth Management Group Competitors, Revenue and Alternatives
Estimated Revenue & Financials
- Carson Wealth Management Group's estimated annual revenue is currently $28.4M per year.
- Carson Wealth Management Group's estimated revenue per employee is $210,000
- Carson Wealth Management Group has 135 Employees.
- Carson Wealth Management Group grew their employee count by 26% last year.
- Carson Wealth Management Group currently has 1 job openings.
|Competitor Name||Revenue||Number of Employees||Employee Growth||Total Funding|
|Foley Business ...||$6.9M||33||27%||N/A|
|Platte Valley C...||$8.2M||39||22%||N/A|
|Union Bank & Tr...||$175.1M||834||N/A||N/A|
|Orion Advisor S...||$74.1M||353||17%||N/A|
What Is Carson Wealth Management Group?
Carson Wealth Management Group's mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we're passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. CWM, LLC is a Registered Investment Advisor that provides investment management directly through Carson Wealth and a select group of partner financial advisors through Carson Institutional Advisory's Alliance. Investment advisory services offered through CWM, LLC, a Registered Investment Advisor.keywords:Finance
Number of Employees
Employee Growth %
|Debbie Sturla||Operations Manager||Email Available|
|Jane Vlcek||Director of First Impressions||Email Available|
|Nancy Caton||Managing Director||Email Available|
|Chris Oppliger||Director of Tax Planning||Email Available|
|Mark Petersen||VP, Affluent Wealth Planning||Email Available|
|Lisa Thuer||Managing Partner - Wealth Advisor||Email Available|
|Scott Ford||Managing Director, Partner & Wealth Advisor||Email Available|
|Amy Constable||Operations Manager||Email Available|
|Peggy Monahan||Private Client Manager|
|Evan Eberly||Relationship Manager||Email Available|
Carson Wealth Management Group News
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Founded in 2000 by Michael Tucci and Kristine Porcaro, the group has 17 ... She joins from Carson Wealth Management, where she was a ...
As president and chief operating officer of Carson Group, a provider of ... Ritholtz Wealth Management is putting on the new conference, which ...